Create an Installment Surcharge

Overview

You can configure a surcharge to be used as additional fees to be used along with Non-Subscription Offering (NSO) purchase with installment terms. To use a surcharge as an installment surcharge, you should follow these guidelines:

• Available only when the scope is ‘specified item charges’ and surcharge calculation method is ‘volume percentage.'
• Installment surcharge has a 1:1 relationship with item charge (Non-Subscription Offering); the surcharge can only be mapped to one Non-Subscription Offering.
• ‘Minimum surcharge to apply’ is not applicable.

Prerequisites

1. Create an NSO.
2. Create an order-based service with the associated NSO.
3. Create an Installment Term that applies to the NSO.

Create an Installment Surcharge in the Aria Billing UI

1. On the Create Surcharge screen (Products > Surcharges), you can specify that a surcharge be available for application to Installment Terms when you select Specified Item Charges for Application Scope. When you select Specified Item Charges, the following checkbox appears:
   
2. Check this box, then select an item by clicking the Browse link next to the Select Item field:
   
3. Check the box next to the item, then click Select.
4. Now, when you create an order for an account, selecting from among its associated Terms in the Installment column, this surcharge will be applied to the installments for that order: